Redefining Wealth Management

The initials MFB stand for “My Father’s Business” and our goal is to honor and serve Him and to be about our Father’s Business.  Luke 2:49 ”…I must be about my Father’s business."

We firmly believe that what we do with our time, talents, resources and opportunities matters now and for eternity. Wealth management is more than just investment advice, as it should encompass all parts of a person’s financial life and responsibilities. A person’s true wealth is more than what they own.

Welcome to our website! We are happy you are here. As you click through our pages, our goal is to make you aware of some of the pieces that comprise a solid wealth management plan using tax management, retirement strategies and estate planning disciplines. You will find many different tools and interesting articles that discuss this further throughout your visit.

You are making an important step towards becoming a proactive planner and wise steward. Our professional dedicated staff can assist you with the rest. Now is the time to take the next step and schedule an appointment for a FREE 90 minute consultation with a CERTIFIED FINANCIAL PLANNER™ professional, please click here.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Car Affordability

How much can you afford to pay for a car?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

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